Filed January 13, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,958 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,128 | $56,972+207.4% | $182,532-4.1% | $65,185+168.7% |
| Participation rate | 96.8% | 66.5%+30.3pp | 78.0%+18.9pp | 70.2%+26.6pp |
| Annual return | 21.36% | 27.67%-6.3pp | 148.54%-127.2pp | 29.38%-8.0pp |
| Employer contribution / active EE | $3,059 | $1,615+89.5% | $4,076-25.0% | $2,177+40.5% |
| Participant deferral / active EE | $6,502 | $3,526+84.4% | $5,524+17.7% | $3,514+85.0% |
| Admin fee / account holder | $133 | $528-74.9% | $8,592-98.5% | $847-84.3% |